Position history for Capital Wealth Planning, LLC's holdings in INTERNATIONAL BUSINESS MACHS
Capital Wealth Planning, LLC holds 2.6M shares of IBM (INTERNATIONAL BUSINESS MACHS), worth $642.3M as of 2026-Q1. The position was increased (+8.4% shares). IBM represents 3.5% of Capital Wealth Planning, LLC's portfolio.
Current Value
$642.3M
Current Shares
2.6M
Total Value Change
+$369.3M
Total Shares Change
+1.1M
Other major holders of IBM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.6M |
+8.4% |
| $642.3M |
| 3.5% |
| $245.28 |
63 |
| 2025-Q4 | Increased | 2.4M | +12.2% | $719.4M | 4.7% | $300.34 | 65 |
| 2025-Q3 | Decreased | 2.2M | -6.1% | $614.4M | 4.3% | $276.69 | 0 |
| 2025-Q2 | Increased | 2.3M | +9.5% | $683.5M | 5.4% | $284.55 | 67 |
| 2025-Q1 | Increased | 2.1M | +2.2% | $526.6M | 4.6% | $238.08 | 59 |
| 2024-Q4 | Increased | 2.1M | +3.9% | $455.7M | 4.2% | $213.49 | 60 |
| 2024-Q3 | Increased | 2M | +26.4% | $441M | 4.1% | $212.38 | 71 |
| 2024-Q2 | Increased | 1.6M | +8.8% | $273M | 2.9% | $164.89 | 58 |